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Rational Advisors’s Helix Energy Solutions HLX Stock Holding History

Rational Advisors’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,744
Closed -$40K – 896
2013
Q2 		$40K Buy
+1,744
New +$40.7K ﹤0.01% 720

Other funds holding HLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Rational Advisors's HLX Position: Q3 2013 in Review

Rational Advisors sold out of Helix Energy Solutions (HLX) in Q3 2013, closing a stake of 1,744 shares — an estimated $40K sold.

Rational Advisors first reported a position in HLX in Q2 2013 and held it in 1 quarter. The position peaked at $40K in Q2 2013. 228 funds tracked by Wall St. Rank hold HLX as of Q3 2013.

  • Rational Advisors reported no remaining Helix Energy Solutions position as of Q3 2013 after selling out during the quarter.
  • Rational Advisors sold 1,744 Helix Energy Solutions shares in Q3 2013, an estimated $40K.
  • Rational Advisors first reported a position in Helix Energy Solutions in Q2 2013 and held it in 1 quarter.
  • Rational Advisors's Helix Energy Solutions position peaked at $40K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2013.

Based on Rational Advisors's 13F filing for Q3 2013, filed 17 Feb 2015.